Access Act CRM Data from MySQL in PHP

You can use the CData SQL Gateway and ODBC Driver for Act CRM to access Act CRM data from MySQL clients, without needing to perform an ETL or cache data. Follow the steps below to connect to Act CRM data in real time through PHP's standard MySQL interfaces, mysqli and PDO_MySQL.

Connect to Act CRM Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Act CRM data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual MySQL database:

• Host: Specify the remote host location where the service is running. In this case "localhost" is used for the remote host setting since the service is running on the local machine.
• Username: Specify the username for a user you authorized on the SQL Gateway's Users tab.
• Password: Specify the password for the authorized user account.
• Database Name: Specify the system DSN as the database name.
• Port: Specify the port the service is running on; port 3306 in this example.

mysqli

<?php
$mysqli = new mysqli("localhost", "user", "password", "CData ActCRM Sys","3306");
?>

PDO

<?php
$pdo = new PDO('mysql:host=localhost;dbname=CData ActCRM Sys;port=3306', 'user', 'password');
?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

1. Query the table; for example, Activities. The results will be stored as an associative array in the $result object.
2. Iterate over each row and column, printing the values to display in the PHP page.
3. Close the connection.

mysqli

$result = $mysqli->query("SELECT ActivityDisplayName, Subject FROM Activities");
while($row = $result->fetch_assoc()) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$mysqli->close();

PDO

$result = $pdo->query("SELECT ActivityDisplayName, Subject FROM Activities");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$result = null;
$pdo = null;